LOL!!!!!
IMO this is utter garbage.
What sort of historic data are they going by here, exactly?
This is effectively a NEW industry, which is in its infancy, and set to BOOM as there is a global transition to electrified mobility (and other stuff).
These guys are dreaming imo if they think things will "cycle" back down in a hurry because "a substantial supply response is coming".....!!
Have they not seen the forecast demand growth?
Have they not mapped demand vs anticipated supply?
Maybe I should send them some charts LOL!
I wonder what their "12-month targets" were 12 months ago???
Let's put their "forecasts" to the test!
IMO
DYOR!
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LOL!!!!!IMO this is utter garbage.What sort of historic data are...
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